TransDigm Group INC
TDG- 交易所
- NYSE
- 產業
- Aircraft Parts & Auxiliary Equipment, NEC
- SEC CIK
- 0001260221
近 90 天，TransDigm Group INC 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 1,146 家機構在 13F 申報持有，市值合計 $699.9 億；第三點資本和孤松資本兩位大師持有。
2025 年第 3 季 13F 持有人
TransDigm Group INC 在 2025/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,073
- 較 2025 年第 2 季 −20 家
- 持有股數
- 5,357 萬
- 較 2025 年第 2 季 +10.8 萬 (+0.2%)
- 總市值
- $705.6 億
- 較 2025 年第 2 季 −$104.2 億 (−12.9%)
- 新進機構
- 100
- 另有 416 家加碼
- 清倉機構
- 120
- 另有 391 家減碼
另有 18 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TDG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,146 | $699.9 億 |
| 2026 年第 1 季 | 1,112 | $612.8 億 |
| 2025 年第 4 季 | 1,133 | $715.1 億 |
| 2025 年第 3 季 | 1,073 | $705.6 億 |
| 2025 年第 2 季 | 1,111 | $823.0 億 |
| 2025 年第 1 季 | 1,090 | $737.4 億 |
| 2024 年第 4 季 | 1,048 | $674.2 億 |
| 2024 年第 3 季 | 1,032 | $739.8 億 |
| 2024 年第 2 季 | 1,005 | $679.5 億 |
| 2024 年第 1 季 | 936 | $657.1 億 |
| 2023 年第 4 季 | 864 | $541.0 億 |
| 2023 年第 3 季 | 770 | $447.7 億 |
| 2023 年第 2 季 | 746 | $477.2 億 |
| 2023 年第 1 季 | 721 | $388.1 億 |
| 2022 年第 4 季 | 705 | $329.1 億 |
| 2022 年第 3 季 | 649 | $275.2 億 |
| 2022 年第 2 季 | 658 | $277.2 億 |
| 2022 年第 1 季 | 684 | $336.7 億 |
| 2021 年第 4 季 | 659 | $332.7 億 |
| 2021 年第 3 季 | 630 | $335.1 億 |
| 2021 年第 2 季 | 614 | $346.5 億 |
| 2021 年第 1 季 | 609 | $310.5 億 |
2025 年第 3 季持有機構
每家機構持有 TransDigm Group INC 的股數、市值與佔組合比重；股數變化跟 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hudson Way Capital Management LLC | 68,793 | $9,067 萬 | 7.69% | +5,247+8.3% | 加碼 |
| Danske Bank A/S | 71,096 | $9,371 萬 | 0.23% | +16,097+29.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 71,831 | $9,467 萬 | 0.06% | −1,130−1.5% | 減碼 |
| Envestnet Asset Management Inc | 73,818 | $9,729 萬 | 0.03% | +1,706+2.4% | 加碼 |
| State of Michigan Retirement System | 76,192 | $1.00 億 | 0.48% | −100−0.1% | 減碼 |
| Russell Investments Group, Ltd. | 79,300 | $1.04 億 | 0.12% | +10,244+14.8% | 加碼 |
| Bamco Inc | 82,149 | $1.08 億 | 0.29% | −5,695−6.5% | 減碼 |
| Douglas Lane & Associates, LLC | 82,499 | $1.09 億 | 1.52% | +5,328+6.9% | 加碼 |
| Raymond James Financial Inc | 82,967 | $1.09 億 | 0.04% | +7,996+10.7% | 加碼 |
| Royal Bank of Canada | 86,311 | $1.14 億 | 0.02% | −8,242−8.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 86,826 | $1.14 億 | 0.09% | −10,745−11.0% | 減碼 |
| Bristol John W & Co Inc | 88,467 | $1.17 億 | 1.84% | −2,031−2.2% | 減碼 |
| Bank of Montreal | 90,451 | $1.19 億 | 0.05% | +30,774+51.6% | 加碼 |
| King Luther Capital Management Corp | 91,855 | $1.21 億 | 0.50% | +24,276+35.9% | 加碼 |
| Atalan Capital Partners, LP | 92,750 | $1.22 億 | 8.53% | +2,750+3.1% | 加碼 |
| Sands Capital Management, LLC | 93,296 | $1.23 億 | 0.34% | +6,396+7.4% | 加碼 |
| HSBC Holdings PLC | 94,078 | $1.24 億 | 0.07% | +2,056+2.2% | 加碼 |
| California State Teachers Retirement System | 95,148 | $1.25 億 | 0.13% | +1,985+2.1% | 加碼 |
| California Public Employees Retirement System | 95,995 | $1.27 億 | 0.08% | +4,765+5.2% | 加碼 |
| US Bancorp | 98,756 | $1.30 億 | 0.15% | −599−0.6% | 減碼 |
| Citigroup Inc | 99,502 | $1.31 億 | 0.09% | −978−1.0% | 減碼 |
| Rhumbline Advisers | 101,297 | $1.34 億 | 0.11% | −522−0.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 104,314 | $1.37 億 | 2.39% | +1,665+1.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,846 | $1.50 億 | 0.11% | +4,824+4.4% | 加碼 |
| Skye Global Management LP | 120,000 | $1.58 億 | 3.18% | 00.0% | 不變 |
| Deutsche Bank AG | 123,579 | $1.63 億 | 0.05% | −5,161−4.0% | 減碼 |
| Brown Advisory Inc | 124,243 | $1.64 億 | 0.21% | −46,259−27.1% | 減碼 |
| Neuberger Berman Group LLC | 138,437 | $1.82 億 | 0.13% | −14,291−9.4% | 減碼 |
| Barclays PLC | 139,834 | $1.84 億 | 0.07% | +20,763+17.4% | 加碼 |
| Ameriprise Financial Inc | 151,270 | $1.99 億 | 0.05% | −13,917−8.4% | 減碼 |
| Dimensional Fund Advisors LP | 151,474 | $2.00 億 | 0.04% | +11,588+8.3% | 加碼 |
| Heard Capital LLC | 156,723 | $2.07 億 | 10.02% | +22,396+16.7% | 加碼 |
| Swiss National Bank | 161,900 | $2.13 億 | 0.12% | −7,800−4.6% | 減碼 |
| National Pension Service | 162,855 | $2.15 億 | 0.17% | +2,356+1.5% | 加碼 |
| DF Dent & Co Inc | 166,284 | $2.19 億 | 2.83% | +472+0.3% | 加碼 |
| Blair William & Co | 172,649 | $2.28 億 | 0.61% | −304−0.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 174,683 | $2.30 億 | 0.39% | −28,905−14.2% | 減碼 |
| Wells Fargo & Company | 187,897 | $2.48 億 | 0.05% | +4,174+2.3% | 加碼 |
| Alkeon Capital Management LLC | 195,611 | $2.58 億 | 1.16% | 00.0% | 不變 |
| Darsana Capital Partners LP | 200,000 | $2.64 億 | 6.21% | +25,000+14.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 201,736 | $2.66 億 | 0.15% | +4,870+2.5% | 加碼 |
| Westfield Capital Management Co LP | 217,897 | $2.87 億 | 1.21% | −72,116−24.9% | 減碼 |
| Canada Pension Plan Investment Board | 221,807 | $2.92 億 | 0.21% | +48,890+28.3% | 加碼 |
| Vulcan Value Partners, LLC | 249,643 | $3.29 億 | 5.96% | +18,048+7.8% | 加碼 |
| Nuveen, LLC | 251,189 | $3.31 億 | 0.09% | −24,678−8.9% | 減碼 |
| Bank of New York Mellon Corp | 272,429 | $3.59 億 | 0.06% | −20,809−7.1% | 減碼 |
| UBS Asset Management Americas Inc | 276,933 | $3.65 億 | 0.08% | −72,397−20.7% | 減碼 |
| Legal & General Group Plc | 313,602 | $4.13 億 | 0.09% | +13,150+4.4% | 加碼 |
| Goldman Sachs Group Inc | 332,289 | $4.38 億 | 0.06% | +33,833+11.3% | 加碼 |
| Bank of America Corp | 357,070 | $4.71 億 | 0.04% | −2,493−0.7% | 減碼 |
| Charles Schwab Investment Management Inc | 388,127 | $5.12 億 | 0.08% | +15,269+4.1% | 加碼 |
| Invesco Ltd. | 421,881 | $5.56 億 | 0.09% | −63,737−13.1% | 減碼 |
| UBS Group AG | 462,337 | $6.09 億 | 0.12% | −94,062−16.9% | 減碼 |
| Northern Trust Corp | 468,943 | $6.18 億 | 0.08% | −8,089−1.7% | 減碼 |
| Franklin Resources Inc | 475,489 | $6.27 億 | 0.16% | +293,821+161.7% | 加碼 |
| Stockbridge Partners LLC | 525,233 | $6.92 億 | 13.39% | −7,318−1.4% | 減碼 |
| Soroban Capital Partners LP | 581,105 | $7.66 億 | 6.30% | +565,543+3,634.1% | 加碼 |
| Primecap Management Co | 585,373 | $7.72 億 | 0.59% | +27,450+4.9% | 加碼 |
| Windacre Partnership LLC | 612,500 | $8.07 億 | 10.10% | −100,200−14.1% | 減碼 |
| Edgewood Management LLC | 636,841 | $8.39 億 | 2.97% | −59,370−8.5% | 減碼 |
| Price T Rowe Associates Inc | 748,713 | $9.87 億 | 0.11% | +29,025+4.0% | 加碼 |
| Morgan Stanley | 883,896 | $11.6 億 | 0.07% | −63,379−6.7% | 減碼 |
| Altarock Partners LLC | 976,392 | $12.9 億 | 23.53% | −3,558−0.4% | 減碼 |
| Geode Capital Management, LLC | 1,232,062 | $16.2 億 | 0.10% | +17,666+1.5% | 加碼 |
| JPMorgan Chase & Co | 1,262,316 | $16.6 億 | 0.11% | −733,453−36.8% | 減碼 |
| Capital Research Global Investors | 2,207,837 | $29.1 億 | 0.55% | +203,997+10.2% | 加碼 |
| FMR LLC | 2,282,430 | $30.1 億 | 0.16% | +409,999+21.9% | 加碼 |
| Principal Financial Group Inc | 2,379,816 | $31.4 億 | 1.58% | +367,756+18.3% | 加碼 |
| State Street Corp | 2,388,838 | $31.5 億 | 0.11% | +45,550+1.9% | 加碼 |
| Capital World Investors | 3,938,687 | $51.9 億 | 0.71% | −31,841−0.8% | 減碼 |
| BlackRock, Inc. | 4,195,770 | $55.3 億 | 0.10% | −67,150−1.6% | 減碼 |
| Capital International Investors | 6,489,193 | $85.5 億 | 1.38% | +254,750+4.1% | 加碼 |
| Vanguard Group Inc | 6,814,938 | $89.8 億 | 0.13% | +121,049+1.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −111,846−100.0% | 清倉 |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −105,088−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −78,533−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −50,161−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −45,433−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −30,141−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −27,498−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,172−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −18,308−100.0% | 清倉 |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −12,522−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −9,381−100.0% | 清倉 |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −9,100−100.0% | 清倉 |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −5,433−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,966−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −4,386−100.0% | 清倉 |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −3,575−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −3,181−100.0% | 清倉 |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −2,807−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,575−100.0% | 清倉 |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Vanderbilt University | 0 | $0 | 0.00% | −2,334−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,274−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,108−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −1,919−100.0% | 清倉 |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −1,352−100.0% | 清倉 |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −1,285−100.0% | 清倉 |